NDAAX vs. WWWEX
Compare and contrast key facts about Nationwide Investor Destinations Aggressive Fund (NDAAX) and Kinetics The Global Fund (WWWEX).
NDAAX is managed by Nationwide. It was launched on Mar 29, 2000. WWWEX is managed by Kinetics. It was launched on Dec 30, 1999.
Performance
NDAAX vs. WWWEX - Performance Comparison
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NDAAX vs. WWWEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDAAX Nationwide Investor Destinations Aggressive Fund | -0.74% | 17.35% | 14.01% | 20.48% | -18.33% | 17.16% | 13.37% | 21.59% | -10.35% | 17.71% |
WWWEX Kinetics The Global Fund | 6.72% | 2.89% | 72.15% | 11.83% | -6.45% | 16.29% | 25.00% | 21.61% | -23.57% | 48.93% |
Returns By Period
In the year-to-date period, NDAAX achieves a -0.74% return, which is significantly lower than WWWEX's 6.72% return. Over the past 10 years, NDAAX has underperformed WWWEX with an annualized return of 9.22%, while WWWEX has yielded a comparatively higher 16.19% annualized return.
NDAAX
- 1D
- 2.71%
- 1M
- -5.20%
- YTD
- -0.74%
- 6M
- 1.95%
- 1Y
- 18.17%
- 3Y*
- 14.74%
- 5Y*
- 7.49%
- 10Y*
- 9.22%
WWWEX
- 1D
- 1.48%
- 1M
- -7.55%
- YTD
- 6.72%
- 6M
- -1.01%
- 1Y
- 6.03%
- 3Y*
- 29.05%
- 5Y*
- 11.92%
- 10Y*
- 16.19%
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NDAAX vs. WWWEX - Expense Ratio Comparison
NDAAX has a 0.53% expense ratio, which is lower than WWWEX's 1.39% expense ratio.
Return for Risk
NDAAX vs. WWWEX — Risk / Return Rank
NDAAX
WWWEX
NDAAX vs. WWWEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Investor Destinations Aggressive Fund (NDAAX) and Kinetics The Global Fund (WWWEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| NDAAX | WWWEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.39 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.77 | 0.65 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.57 | +1.16 |
Martin ratioReturn relative to average drawdown | 7.78 | 1.42 | +6.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NDAAX | WWWEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.39 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.60 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.85 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.24 | +0.07 |
Correlation
The correlation between NDAAX and WWWEX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NDAAX vs. WWWEX - Dividend Comparison
NDAAX's dividend yield for the trailing twelve months is around 10.77%, more than WWWEX's 2.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDAAX Nationwide Investor Destinations Aggressive Fund | 10.77% | 10.60% | 18.58% | 5.92% | 3.68% | 6.69% | 5.75% | 8.80% | 14.29% | 12.98% | 9.26% | 7.45% |
WWWEX Kinetics The Global Fund | 2.42% | 2.58% | 0.98% | 2.50% | 1.47% | 3.50% | 0.00% | 0.00% | 0.08% | 9.04% | 0.40% | 0.06% |
Drawdowns
NDAAX vs. WWWEX - Drawdown Comparison
The maximum NDAAX drawdown since its inception was -55.26%, smaller than the maximum WWWEX drawdown of -82.60%. Use the drawdown chart below to compare losses from any high point for NDAAX and WWWEX.
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Drawdown Indicators
| NDAAX | WWWEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -82.60% | +27.34% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -12.14% | +1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -29.50% | -26.94% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -36.67% | -36.00% | -0.67% |
Current DrawdownCurrent decline from peak | -6.23% | -7.95% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -10.48% | -41.54% | +31.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 4.88% | -2.44% |
Volatility
NDAAX vs. WWWEX - Volatility Comparison
Nationwide Investor Destinations Aggressive Fund (NDAAX) and Kinetics The Global Fund (WWWEX) have volatilities of 5.77% and 5.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NDAAX | WWWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 5.99% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 14.24% | -5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 18.32% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 19.91% | -4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 19.12% | -2.24% |